MIDKX Mutual Fund Analysis & Holdings | MarketXLS

MIDKX Mutual Fund

NAV$28.65

AUM$117,279.94

TER1.13%

Holdings400

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MIDKX Mutual Fund

NAV$28.65

S&P MidCap Index Fund Class K

AUM$117,279.94

TER1.13%

Holdings400

See inside every fund you own

$45/quarter Pro · Cancel anytime

X-ray my whole portfolio

Overview Performance Chart Dividends Top Holdings All Holdings Sectors Geography Similar Compare Overlap

Holdings Overlap Analysis

Compare MIDKX holdings with another Mutual Fund to see how much they overlap. This helps identify portfolio duplication.

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Discover Portfolio Overlap

Enter a Mutual Fund symbol above to see how many holdings MIDKX shares with it. Popular comparisons: VFIAX, FXAIX, VTSAX, SWPPX

MIDKX Mutual Fund Overlap Analysis

MIDKX overlap analysis compares holdings with other mutual funds to identify shared positions. Overlapping holdings can lead to unintended concentration risk in a portfolio.

MIDKX portfolio overlap matters because owning multiple funds with the same underlying stocks reduces true diversification. With 400 holdings, MIDKX may share significant positions with broad-market funds.

MIDKX overlap tool lets you enter any other mutual fund ticker and see the exact overlap percentage and shared holdings. MIDKX tax-loss harvesting finds highly correlated but non-identical funds.